NIO Inc. Provides September and Third Quarter 2026 Delivery Update
Delivery growth was 7.7% for September, compared with 25.4% for the third quarter and 49.2% for the first three quarters.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
NIO (NIO) delivered 37,408 vehicles in September 2026, reporting year-over-year growth across its monthly, quarterly and year-to-date delivery results. September deliveries rose 7.7% year over year, comprising 21,318 NIO-brand vehicles, 8,763 ONVO vehicles and 7,327 FIREFLY vehicles. Third-quarter deliveries increased 25.4% year over year to 109,178. Deliveries in the first three quarters rose 49.2% to 300,301, with cumulative deliveries reaching 1,297,893 as of September 30, 2026.
The All-New ES8 reached its 150,000th delivery on September 20, its launch anniversary. The ES9 reached its 30,000th delivery on September 23, after deliveries began on May 28, 2026.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Positive
- Moderate pointFirst-three-quarter deliveries rose 49.2% year over year to 300,301 vehicles in 2026.
- Minor pointThird-quarter deliveries rose 25.4% year over year to 109,178 vehicles in 2026.
- Minor pointSeptember deliveries increased 7.7% year over year to 37,408 vehicles in 2026.
- Minor pointAll-New ES8 reached its 150,000th delivery on September 20, 2026, its first launch anniversary.
- Minor pointES9 reached its 30,000th delivery on September 23, 2026; deliveries began May 28, 2026.
Negative
- None.
Key Figures
- September deliveries
- 37,408 vehicles
- September 2026
- September year-over-year growth
- 7.7%
- September 2026 deliveries
- Third-quarter deliveries
- 109,178 vehicles
- Third quarter of 2026
- Third-quarter year-over-year growth
- 25.4%
- Third quarter of 2026 deliveries
- First-three-quarter deliveries
- 300,301 vehicles
- First three quarters of 2026
- First-three-quarter year-over-year growth
- 49.2%
- First three quarters of 2026 deliveries
- Cumulative deliveries
- 1,297,893 vehicles
- As of September 30, 2026
Historical Context
-
Reported August deliveries of 35,836, up 14.5% year over year.
-
Reported 107,658 quarterly deliveries, up 49.4% year over year.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
- 37,408 vehicles were delivered in September 2026, increasing by
7.7% year-over-year - 109,178 vehicles were delivered in the three months ended September 2026, increasing by
25.4% year-over-year - 300,301 vehicles were delivered in the first three quarters of 2026, increasing by
49.2% year-over-year - Cumulative deliveries reached 1,297,893 as of September 30, 2026
SHANGHAI, China, Oct. 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its September and third quarter 2026 delivery results.
The Company delivered 37,408 vehicles in September 2026, representing an increase of
On September 20, 2026, the first anniversary of its launch, the NIO All-New ES8 reached its 150,000th delivery milestone, ranking first in cumulative sales among large SUVs and vehicles priced above RMB400,000 during the first year. On September 23, 2026, the NIO ES9 reached its 30,000th delivery milestone since deliveries began on May 28, 2026, ranking first in monthly sales among battery electric vehicles priced above RMB500,000 for three consecutive months. The strong performance of the All-New ES8 and ES9 further strengthens NIO’s position in the premium electric SUV market, supported by its flagship products, full-cycle service offerings and charging and battery-swapping infrastructure.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence. NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth. NIO provides premium smart electric vehicles under the NIO brand, premium smart electric vehicles for families through the ONVO brand, and high-end smart electric compact cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders, in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For more information, please visit: http://ir.nio.com
Investor Relations
ir@nio.com
Media Relations
global.press@nio.com
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many vehicles did NIO deliver in September 2026?
NIO delivered 37,408 vehicles in September 2026, up 7.7% year over year. The total included 21,318 NIO-brand vehicles, 8,763 ONVO vehicles and 7,327 FIREFLY vehicles.
What were NIO's third-quarter 2026 vehicle deliveries?
NIO delivered 109,178 vehicles in the third quarter of 2026, an increase of 25.4% year over year.